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U.S. Building Products Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies50
  • 7D-2.1%
  • 3M0.4%
  • 1Y7.8%
  • YTDn/a

Over the last 7 days, the Building Products industry has dropped 2.1%, driven by declines in Carrier Global and Trane Technologies of 7.3% and 3.8%, respectively. Meanwhile, Modine Manufacturing actually outperformed within the industry, gaining 7.4% in the last week. This takes the industry's 12 month performance to a gain of 7.8%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Mar 2026US$391.6bUS$158.6bUS$11.8b19.5x33.2x2.5x
Sun, 22 Feb 2026US$434.0bUS$160.4bUS$12.1b22.6x36x2.7x
Tue, 20 Jan 2026US$385.3bUS$163.7bUS$11.6b21.9x33.3x2.4x
Thu, 18 Dec 2025US$367.9bUS$163.6bUS$11.3b19.6x32.6x2.2x
Sat, 15 Nov 2025US$371.4bUS$161.0bUS$11.1b17.5x33.5x2.3x
Mon, 13 Oct 2025US$376.2bUS$160.9bUS$12.6b21.5x29.9x2.3x
Wed, 10 Sep 2025US$392.4bUS$160.9bUS$12.5b23x31.3x2.4x
Fri, 08 Aug 2025US$392.3bUS$160.4bUS$12.9b22.3x30.5x2.4x
Sun, 06 Jul 2025US$405.3bUS$162.0bUS$13.8b21.1x29.3x2.5x
Tue, 03 Jun 2025US$394.8bUS$163.3bUS$14.0b21x28.2x2.4x
Thu, 01 May 2025US$357.1bUS$162.7bUS$13.3b19.8x26.8x2.2x
Sat, 29 Mar 2025US$363.4bUS$162.7bUS$13.4b19.7x27.1x2.2x
Mon, 24 Feb 2025US$374.9bUS$161.9bUS$13.8b20.3x27.1x2.3x
Wed, 22 Jan 2025US$407.0bUS$163.6bUS$14.3b20.9x28.4x2.5x
Fri, 20 Dec 2024US$394.0bUS$163.6bUS$14.3b22.1x27.5x2.4x
Sun, 17 Nov 2024US$423.1bUS$162.3bUS$14.3b21.9x29.6x2.6x
Tue, 15 Oct 2024US$428.7bUS$164.3bUS$16.4b23.5x26.1x2.6x
Thu, 12 Sep 2024US$385.1bUS$164.3bUS$16.4b20.6x23.4x2.3x
Sat, 10 Aug 2024US$362.7bUS$164.4bUS$16.4b20.3x22.1x2.2x
Mon, 08 Jul 2024US$359.6bUS$162.7bUS$14.3b19.4x25.1x2.2x
Wed, 05 Jun 2024US$369.6bUS$163.8bUS$14.3b20x25.8x2.3x
Fri, 03 May 2024US$364.8bUS$166.7bUS$14.4b21.8x25.3x2.2x
Sun, 31 Mar 2024US$378.3bUS$165.2bUS$14.7b24.4x25.7x2.3x
Tue, 27 Feb 2024US$354.1bUS$166.9bUS$14.8b23x24x2.1x
Thu, 25 Jan 2024US$332.4bUS$175.3bUS$14.8b19.6x22.5x1.9x
Sat, 23 Dec 2023US$332.5bUS$175.3bUS$14.8b20.5x22.5x1.9x
Mon, 20 Nov 2023US$297.0bUS$175.2bUS$15.0b17.2x19.8x1.7x
Wed, 18 Oct 2023US$269.6bUS$171.9bUS$14.8b17.3x18.2x1.6x
Fri, 15 Sep 2023US$280.2bUS$171.9bUS$14.8b17.6x18.9x1.6x
Sun, 13 Aug 2023US$290.4bUS$171.9bUS$14.8b17.3x19.6x1.7x
Tue, 11 Jul 2023US$282.7bUS$174.2bUS$15.2b16.2x18.6x1.6x
Thu, 08 Jun 2023US$256.7bUS$174.0bUS$15.2b15.1x16.9x1.5x
Sat, 06 May 2023US$248.2bUS$174.2bUS$15.2b15x16.3x1.4x
Mon, 03 Apr 2023US$246.5bUS$175.5bUS$16.6b13.8x14.8x1.4x
Price to Earnings Ratio

14.8x


Total Market Cap: US$246.5bTotal Earnings: US$16.6bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.2x which is higher than its 3-year average PE of 25.5x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-1.62%
Industrials-1.51%
Building-2.10%
Building Products-2.10%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MOD Modine ManufacturingUS$215.817.4%
+US$787.8m		169.9%PE116.4x
OC Owens CorningUS$107.524.0%
+US$336.0m		-26.9%PS0.9x
AAON AAONUS$83.404.2%
+US$273.0m		3.9%PE63.2x
ALLE AllegionUS$145.791.4%
+US$168.8m		12.0%PE19.5x
AOS A. O. SmithUS$65.611.7%
+US$147.9m		-1.9%PE16.6x

Latest News

REZI
US$34.37
Resideo Technologies
7D
2.2%
1Y
85.7%
OC
US$107.52
Owens Corning
7D
4.0%
1Y
-26.9%

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts maintained their Owens Corning fair value estimate at $142, making only slight adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E, which fine-tune rather than reshape their overall outlook. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, expecting revenue from continuing operations of about $2.1b to $2.2b (company guidance).
HAYW
US$13.49
Hayward Holdings
7D
-2.1%
1Y
-3.7%

HAYW: Stabilizing Pool Cycle And Margin Gains Will Support Future Upside

Analysts have lifted Hayward Holdings' implied price target to about $19, with the shift supported by views that margins can benefit from price increases and productivity gains, as recent trends in the pool market appear to have stabilized. Analyst Commentary Recent Street commentary on Hayward highlights a mix of optimism around execution and margins, alongside some caution around earnings assumptions and valuation.
UFPI
US$90.68
UFP Industries
7D
2.5%
1Y
-17.6%
LII
US$438.30
Lennox International
7D
-8.2%
1Y
-24.1%
CSW
US$258.22
CSW Industrials
7D
-1.7%
1Y
-12.8%
TT
US$407.13
Trane Technologies
7D
-3.8%
1Y
17.5%
FBIN
US$38.62
Fortune Brands Innovations
7D
-5.6%
1Y
-38.4%
AAON
US$83.40
AAON
7D
4.2%
1Y
3.9%
BLDR
US$82.17
Builders FirstSource
7D
-2.7%
1Y
-35.8%
JCI
US$131.57
Johnson Controls International
7D
-1.3%
1Y
60.1%

JCI: Applied HVAC Supercycle And AI Cooling Demand Will Support Upside

Analysts have lifted their Johnson Controls International price targets, with moves such as Morgan Stanley's increase to $140 and Melius Research's $148 target reflecting updated earnings estimates and a broader view that applied HVAC demand extends well beyond data centers. Analyst Commentary Bullish analysts are leaning into a more constructive view on Johnson Controls International, pointing to recent price target changes and rating shifts as signals of growing confidence in the story.
ZWS
US$44.81
Zurn Elkay Water Solutions
7D
1.7%
1Y
32.7%

ZWS: Raised Price Assumptions And Buybacks Will Support A More Constructive Outlook

Analysts have lifted their average price target on Zurn Elkay Water Solutions by a few dollars per share, citing recent Street research updates from firms including Oppenheimer, Stifel, RBC Capital, Goldman Sachs, and Baird. These updates reflect refreshed assumptions for discount rates, revenue growth, profit margins, and future P/E multiples.
MOD
US$215.81
Modine Manufacturing
7D
7.4%
1Y
169.9%

MOD: Data Center Cooling Execution And Margins Will Shape Future AI Upside

Analysts nudged their price target on Modine Manufacturing to $251.14, supported by research that highlights its role as a one stop shop for data center cooling and refrigeration solutions and references Street targets such as Roth Capital's $263 level, which is tied to expectations around data center growth and EBITDA margin expansion. Analyst Commentary Street research around Modine is clustered on the positive side, with several firms lifting price targets and one initiating with a Buy rating tied to the data center and refrigeration story.
CARR
US$54.67
Carrier Global
7D
-7.3%
1Y
-16.8%

CARR: Data Center Cooling And AI Tools Will Support Future Upside

Carrier Global's analyst price target has inched higher to about $71.80 from roughly $71.66 as analysts factor in a slightly lower discount rate and steady assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates on Carrier Global show a mix of optimism and caution, with several firms adjusting price targets in both directions and fine tuning expectations around execution and growth.
ALLE
US$145.79
Allegion
7D
1.4%
1Y
12.0%

ALLE: Margin Resilience And AI Orders Will Support 2026 Earnings

Analysts have trimmed their price target on Allegion to about $180 per share. This reflects a modest reset as they balance near term margin pressure in the Americas with ongoing margin resilience highlighted in recent research.
AOS
US$65.61
A. O. Smith
7D
1.7%
1Y
-1.9%